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Ohana Advisors Snapshot
Investment & Asset ManagementIndustry
Firm Overview:
Ohana Advisors has been serving as an investment adviser and family office services provider to a select group of ultra-high net worth families for over 25 years. We are a boutique firm that is diligent, curious, and creative with a penchant for independent thinking. Ohana helps families make informed decisions efficiently in all financial areas, including investments, estate and tax planning, next generation education, and philanthropy. We initiate, coordinate, and communicate. We are committed to supporting a long-term, multi-generational focus to build strong families.
Ohana Advisors has been serving as an investment adviser and family office services provider to a select group of ultra-high net worth families for over 25 years. We are a boutique firm that is diligent, curious, and creative with a penchant for independent thinking. Ohana helps families make informed decisions efficiently in all financial areas, including investments, estate and tax planning, next generation education, and philanthropy. We initiate, coordinate, and communicate. We are committed to supporting a long-term, multi-generational focus to build strong families.
